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Defined Benefit Plans, Including Cash Balance

7,204 topics in this forum

  1. Annual Funding Notices

    By AndyH,
    • 4 replies
    • 1.4k views

  2. Eoy Val and quarterly contributions

    By abanky,
    • 4 replies
    • 1.3k views

  3. PBGC Premiums for 1st year filing

    By jkdoll2,
    • 5 replies
    • 2.5k views

  4. yield curve & election months

    By HiVi,
    • 5 replies
    • 1.6k views

  5. Eliminating Lump Sum Option

    By Andy the Actuary,
    • 12 replies
    • 2.3k views

  6. waiver of accrued benefit

    By Guest lip,
    • 2 replies
    • 1.3k views

  7. Lump Sum implications of WIDE treasury-to-Corporate spread

    By Guest DBPension,
    • 4 replies
    • 1.7k views

  8. SE Tax on Partner's Partnership DB Contributions?

    By Guest Bawana,
    • 1 reply
    • 1.4k views

  9. 436 Notice Required?

    By Penman2006,
    • 6 replies
    • 1.8k views

  10. Selecting Worst Interest Scenario

    By Andy the Actuary,
    • 7 replies
    • 1.4k views

  11. Amending to remove COLAs

    By Guest erepper,
    • 2 replies
    • 1.1k views

  12. 1st year Cash Balance Plan

    By jkdoll2,
    • 15 replies
    • 3.6k views

  13. Restricted Benefits and Alternate Payees

    By davef,
    • 16 replies
    • 3.1k views

  14. PBGC Premium Cap

    By Guest Deflector,
    • 1 reply
    • 1.5k views

  15. Remove Lump Sum Distributions from DB Plan

    By 12AX7,
    • 4 replies
    • 1.3k views

  16. Lump Sum restriction for top 25 ?

    By Guest DBPension,
    • 2 replies
    • 1.9k views
    • Guest
    • Guest

  17. More Annual Funding Notice

    By dmb,
    • 15 replies
    • 2.2k views
    • Guest
    • Guest

  18. large plan valuations administration

    By Guest lip,
    • 10 replies
    • 1.8k views

  19. Soc. Sec. Level Income Option

    By Penman2006,
    • 2 replies
    • 2.2k views

  20. Non discrimination testing

    By Gary,
    • 0 replies
    • 976 views

  21. Questions for 2008 Valuation

    By Guest naveen,
    • 1 reply
    • 979 views
    • Guest
    • Guest

  22. Purchase of Life Insurance Policy

    By bzorc,
    • 0 replies
    • 879 views

  23. Plan Loans

    By Gary,
    • 2 replies
    • 1.4k views

  24. Excise Tax Primer

    By Guest RBlaine,
    • 7 replies
    • 1.6k views
    • Guest
    • Guest

  25. Recapture of AFTAP-restricted lump sum ?

    By Guest DBPension,
    • 2 replies
    • 1.1k views

  26. Any EA Conference News?

    By AndyH,
    • 16 replies
    • 2.3k views

  27. Lump Sum Under $5,000

    By Dougsbpc,
    • 1 reply
    • 2.4k views

  28. Plan obligations on 2009 Lump Sum Restrictions

    By Guest DBPension,
    • 3 replies
    • 1.1k views

  29. So, what is paid?

    By Andy the Actuary,
    • 9 replies
    • 1.6k views

  30. Mortality Table Election

    By Andy the Actuary,
    • 2 replies
    • 1.1k views

  31. Trigger for Lump Sum Payout Restriction

    By Guest DBPension,
    • 2 replies
    • 1.3k views

  32. SPD Question

    By Guest lbz123,
    • 5 replies
    • 1.6k views

  33. Quicky est. of the 2009 AFTAP

    By Guest DBPension,
    • 3 replies
    • 987 views

  34. DB Investment Policy Statements

    By Guest MikeAIGFA,
    • 3 replies
    • 1.7k views
    • Guest
    • Guest

  35. Professional Ethics

    By Andy the Actuary,
    • 9 replies
    • 1.9k views

  36. Online source for 2008 Plan AFTAPs ?

    By Guest DBPension,
    • 4 replies
    • 1.5k views

  37. Revised Annual Funding Notice

    By Just Me,
    • 2 replies
    • 1.2k views

  38. excise tax due while funding waiver application is pending?

    By Guest Mariner,
    • 1 reply
    • 1.1k views

  39. Annual Funding Notice for Terminated Plan

    By Guest TammyS,
    • 1 reply
    • 1.1k views

  40. PBGC Annual Funding Notice

    By JAY21,
    • 0 replies
    • 1.1k views

  41. Amendment language to freeze

    By Trekker,
    • 2 replies
    • 1.9k views

  42. I didn't fund my Keough Money Purchase 2003-2006

    By Guest Dboy,
    • 3 replies
    • 1k views

  43. 2009 AFTAP based on 2008

    By Guest Xerxes,
    • 9 replies
    • 2k views

  44. Annual Funding Notice

    By Guest pcohen,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  45. Valuation of Alternative Investments

    By Guest rtdryer,
    • 3 replies
    • 1.5k views

  46. Calculating Restricted Amount

    By Andy the Actuary,
    • 1 reply
    • 949 views

  47. Restriction on lump sums

    By Medusa,
    • 1 reply
    • 1k views

  48. Change from BOY val to EOY Val Date

    By JAY21,
    • 0 replies
    • 1.2k views

  49. Additional Funding Relief

    By dmb,
    • 1 reply
    • 914 views

  50. Elimination of Reporting Waiver for Missed Quarterlies

    By Andy the Actuary,
    • 9 replies
    • 1.5k views
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